Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 18.02% | 0% | 90.13% | 11/7/2024 |
 Apple (AAPL) | 10.1% | 0% | 72.01% | 10/7/2024 |
 Disney (DIS) | 6.87% | 0% | 68.79% | 1/25/2024 |
 Vanguard S&P 500 ETF (VOO) | 5.57% | 0% | 31.12% | 5/17/2024 |
 Amazon (AMZN) | 4.93% | 0% | 68.98% | 11/19/2024 |
 Nike (NKE) | 4.13% | 24.25% | 74.76% | - |
 Bitcoin (BTC) | 3.74% | 1.56% | 24.57% | - |
 Alphabet (GOOG) | 3.4% | 0% | 67.74% | 4/5/2024 |
 MercadoLibre (MELI) | 3.25% | 0% | 75.43% | 4/5/2024 |
 NVIDIA (NVDA) | 2.98% | 0% | 11.48% | 11/19/2024 |
 JPMorgan (JPM) | 2.36% | 0% | 69.26% | 8/12/2024 |
 Meta (META) | 2.27% | 0% | 71.35% | 5/17/2024 |
 NatWest (NWG.L) | 2.04% | 0% | 59.96% | 1/25/2024 |
 Xiaomi (1810.HK) | 2.03% | 0% | 55.79% | 11/30/2023 |
 Alibaba (BABA) | 1.69% | 0% | 72.01% | 2/28/2024 |
 Toyota (TM) | 1.64% | 0% | 57.5% | 12/18/2023 |
 KraneShares CSI China Internet (KWEB) | 1.47% | 64.06% | 2.85% | - |
 Alibaba (9988.HK) | 1.36% | 0% | 78.08% | 7/26/2024 |
 Costco (COST) | 1% | 0% | 42.03% | 10/7/2024 |
 Nio (NIO) | 0.82% | 0% | 73.72% | 3/18/2024 |
 Beyond Meat (BYND) | 0.64% | 0% | 73.72% | 3/18/2024 |
 American Water (AWK) | 0.64% | 0% | 72.77% | 3/18/2024 |
 Bancolombia (CIB) | 0.6% | 0% | 14.9% | 7/25/2024 |
 Netflix (NFLX) | 0.59% | 0% | 67.84% | 1/25/2024 |
 Evoqua Water Technologies Corp (AQUA) | 0.58% | 0% | 45.35% | 5/29/2023 |
 Bayer (BAYN.DE) | 0.58% | 0% | 68.79% | 1/25/2024 |
 ARK Innovation ETF (ARKK) | 0.55% | 0% | 91.84% | 9/26/2024 |
 Block Inc. (SQ) | 0.54% | 0% | 91.84% | 9/26/2024 |
 Canadian Solar (CSIQ) | 0.54% | 0% | 68.79% | 1/25/2024 |
 PayPal (PYPL) | 0.53% | 0% | 91.84% | 9/26/2024 |
 easyJet (EZJ.L) | 0.52% | 0% | 40.13% | 4/8/2024 |
 ABF (ABF.L) | 0.49% | 0% | 73.72% | 3/18/2024 |
 Teladoc (TDOC) | 0.45% | 0% | 91.84% | 9/26/2024 |
 Coinbase (COIN) | 0.45% | 0% | 6.64% | 11/19/2024 |
 Unilever (ULVR.L) | 0.43% | 0% | 4.08% | 10/4/2024 |
 AMC (AMC) | 0.43% | 0% | 84.06% | 9/26/2024 |
 AMC pref (APE.US) | 0.39% | 0% | 32.73% | 8/25/2023 |
 Ocado (OCDO.L) | 0.3% | 0% | 91.94% | 9/27/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.28% | 0% | 1.42% | 12/11/2024 |
 Tilray (TLRY) | 0.25% | 0% | 91.84% | 9/26/2024 |
 L'Oréal (OR.PA) | 0.24% | 10.14% | 2.47% | - |
 WeWork Inc (WEWKQ) | 0.16% | 0% | 32.26% | 1/16/2024 |
 GEO (GEO) | 0.15% | 0% | 9.96% | 4/5/2024 |
 US Natural Gas (UNG) | 0.12% | 0% | 58.25% | 9/26/2024 |
 Cardano (ADA) | 0.09% | 0% | 7.78% | 3/24/2022 |
 PDD Holdings (PDD) | 0.08% | 0% | 0.76% | 10/22/2024 |
 Nu (NU) | 0.07% | 0% | 0.66% | 7/25/2024 |
 Salesforce (CRM) | 0.06% | 0% | 1.33% | 7/2/2024 |
 Moderna (MRNA) | 0.04% | 0% | 0.38% | 8/21/2024 |
 Crowdstrike (CRWD) | 0.03% | 0% | 0.66% | 7/30/2024 |
 TSMC (TSM) | 0.02% | 0% | 0.19% | 10/17/2024 |
 McDonald's (MCD) | 0.02% | 0% | 1.04% | 8/16/2024 |
 Bank of America (BAC) | 0.02% | 0% | 0.95% | 8/15/2024 |
 Walmart (WMT) | 0.02% | 0% | 0.47% | 8/21/2024 |
 Pfizer (PFE) | 0.02% | 0% | 0.19% | 8/21/2024 |
 Alphabet (GOOGL) | 0.01% | 0% | 0.09% | 8/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.28% | 21.61% |
| Apple (AAPL) | 16.67% | 18.57% |
| Microsoft (MSFT) | 12.19% | 14.48% |
| Disney (DIS) | 11.51% | 9.32% |
| Amazon (AMZN) | 4.97% | 4.86% |
| Costco (COST) | 4.31% | 4.68% |
| Alphabet (GOOG) | 3.32% | 3.4% |
| MercadoLibre (MELI) | 2.32% | 3.24% |
| Meta (META) | 1.66% | 2.9% |
| Nike (NKE) | 2.98% | 2.38% |
| JPMorgan (JPM) | 1.66% | 2.14% |
| Bancolombia (CIB) | 1.66% | 1.76% |
| GEO (GEO) | 1.66% | 1.67% |
| NatWest (NWG.L) | 1.66% | 1.59% |
| Alibaba (BABA) | 1.66% | 1.14% |
| easyJet (EZJ.L) | 0.99% | 1.04% |
| Alibaba (9988.HK) | 1.33% | 0.92% |
| Netflix (NFLX) | 0.66% | 0.61% |
| ABF (ABF.L) | 0.33% | 0.41% |
| AMC (AMC) | 0.66% | 0.4% |
| American Water (AWK) | 0.5% | 0.39% |
| ARK Innovation ETF (ARKK) | 0.66% | 0.36% |
| Nio (NIO) | 0.99% | 0.31% |
| Block Inc. (SQ) | 0.66% | 0.31% |
| Canadian Solar (CSIQ) | 0.33% | 0.29% |
| Bayer (BAYN.DE) | 0.33% | 0.25% |
| PayPal (PYPL) | 0.66% | 0.22% |
| Ocado (OCDO.L) | 0.33% | 0.17% |
| Teladoc (TDOC) | 0.66% | 0.16% |
| US Natural Gas (UNG) | 0.33% | 0.14% |
| Beyond Meat (BYND) | 0.99% | 0.13% |
| Tilray (TLRY) | 0.33% | 0.09% |
| WeWork Inc (WEWKQ) | 1.66% | 0.01% |